Our Models

In order to meet the varying investing preferences of our clients, we offer multiple investment models. You might think of them as sitting along a continuum, ranging from very conservative to very aggressive. Through our proprietary risk score calculator, we are able to assist you with identifying your most suitable investment objective.

AnchorFact Sheet
Investment Objective: Very Conservative
Available Styles: Blend, ETF Only, Mutual Fund Only

True NorthFact Sheet
Investment Objective: Conservative
Available Styles: Blend, ETF Only, Mutual Fund Only

OasisFact Sheet
Investment Objective: Moderate/Balanced
Available Styles: Blend, ETF Only, Mutual Fund Only

WindwardFact Sheet
Investment Objective: Aggressive
Available Styles: Blend, ETF Only, Mutual Fund Only

Titan Fact Sheet
Investment Objective: Very Aggressive
Available Styles: Blend, ETF Only, Mutual Fund Only

Triumph
Investment Objective: Very Aggressive
Available Styles: Large Cap Equity Only

Trident
Investment Objective: Very Aggressive
Available Styles: Mid Cap Equity Only

Our Models